Virtual - Client Portfolio Specialist

Lever, Inc.; Tucson (AZ); Remote; USD 60,000 - 90,000; Full time

Job summary

Lever, Inc. seeks a client-facing, fully remote role in financial services. You will enroll and support clients who request guidance, working with a growing team and mentors to deliver value from home.

The position emphasizes meaningful work for families, with training and leaders who stay involved, plus scheduling flexibility to fit real life while managing an ongoing client portfolio.

Qualifications

• Clear, human communication with clients.
• Disciplined and self-directed work style.
• Openness to follow a proven process.
• Interest in benefits conversations, not just sales energy.

Responsibilities

• Enroll and support clients who asked for guidance.
• Collaborate with a growing team, using provided tools and mentorship.
• Represent a client-facing role in a remote financial services context.

Skills

Communication

Self-discipline

Process adherence

Benefits conversations

Job description

Client-facing, fully remote, financial services.

You are paired with a growing team, given tools and mentorship, and expected to enroll and support clients who asked for guidance.

The deal

• 1. Home office. Web presentations.
• 2. Work that matters to families.
• 3. Training and leaders who stay involved.
• 4. A schedule you can build around real life.
• 5. A portfolio you keep serving - not a stack of one-off calls.

Requirements

• Communication that is clear and human
• Discipline without a supervisor in the hallway
• Openness to a proven process
• Interest in benefits conversations, not just "sales energy"